See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,775 | $202,432+96.5% | $169,368+134.9% | $139,434+185.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.97% | 531.74%-516.8pp | 405.60%-390.6pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,365 | $4,692-7.0% | $4,013+8.8% | $4,751-8.1% |
| Participant deferral / active EE | $19,180 | $6,938+176.4% | $6,221+208.3% | $6,710+185.8% |
| Admin fee / account holder | $11,421 | $10,708+6.7% | $9,003+26.9% | $11,403+0.2% |